Available with: Copilot Studio and Azure AI Foundry
Sales scenario: Lead targeting agent
Scenario
Using AI Agents to build a lead prediction agent
Leverage behavioral and CRM data to score leads, predict conversion probabilities, and optimize follow-up prioritization.
A sales manager asks the agent to score potential leads based on a propensity to buy a certain product. The tool rates the customers based on historical conversion rates and account data.

Copilot Studio Agent
Benefit: Enhanced conversion predictions using historic patterns allow businesses to focus their efforts on high-potential leads, increasing the overall conversion rate.
The manager asks the agent to access recent communications with the high-propensity customers to refine the assessment.

Copilot Studio Agent
Benefit: Reassesses lead priorities based on fresh data, ensuring follow-up actions are timely, relevant, and optimized for maximum engagement.
The agent recommendations for each opportunity such as assigning a senior sales rep who is an SME on a niche skill that will be required for a lead.

Copilot Studio Agent
Benefit: The agent can further personalize the communication to individual customer preferences. Highly personalized communications increase the likelihood of thorough engagement by the customer.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
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